INGLIS HOUSE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INGLIS HOUSE (EIN 23-1352284)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-11
- IRS object ID
- 201343169349301724
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T15:38:25-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST GERMANTOWN PIKE SUITE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352284 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLIS HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INGL | NameControl |
| Phone | 2158785600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN KELLY | Name |
| Title | CFO | Title |
| Phone | 2158785600 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNADETTE O'TOOLE CPA | Name |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN KELLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 69951260 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INGLIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1877 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | INGLIS HOUSE OPERATES A 297-BED NURSING FACILITY FOR PEOPLE WITH SEVERE PHYSICAL DISABILITIES IRRESPECTIVE OF THEIR ABILITY TO PAY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 664 | TotalNbrEmployees |
| Total Nbr Volunteers | 638 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1946070 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1998480 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42204682 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42634659 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2120133 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6492970 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 171194 | OtherRevenuePriorYear |
| Other Revenue Current Year | 122266 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46442079 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51248375 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29856869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31050152 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20876890 | OtherExpensePriorYear |
| Other Expenses Current Year | 20694216 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 50733759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51744368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4291680 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -495993 | RevenuesLessExpensesCY |
| Total Assets BOY | 137688492 | TotalAssetsBOY |
| Total Assets EOY | 145590756 | TotalAssetsEOY |
| Total Liabilities BOY | 41478114 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40240249 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 96210378 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 105350507 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | INGLIS' MISSION IS TO ENABLE PEOPLE WITH DISABILITIES - AND THOSE WHO CARE FOR THEM - TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. THIS MISSION IS ACCOMPLISHED THROUGH A RANGE OF PROGRAMS, FACILITIES, AND STRATEGIC INITIATIVES DESIGNED TO EMPOWER ADULTS (AGES 18 AND OLDER) WITH SEVERE PHYSICAL DISABILITIES. THE INGLIS ORGANIZATION GREW OUT OF THE WORK OF INGLIS HOUSE, A PUBLIC CHARITY FOUNDED IN 1877, TO PROVIDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE FOR PEOPLE WITH PHYSICAL DISABILITIES. TODAY, INGLIS IS A NATIONAL LEADER IN PROVIDING COMPREHENSIVE CARE AND SERVICES FOR PEOPLE WITH PARALYSIS, MULTIPLE SCLEROSIS, CEREBRAL PALSY, SPINAL CORD AND OTHER NEUROLOGICAL DISORDERS. INGLIS SUPPORTS ITS CONSUMERS WITH 24-HOUR CARE AT INGLIS HOUSE, A 297 BED SKILLED NURSING FACILITY; ACROSS THE REGION THROUGH 208 AFFORDABLE, ACCESSIBLE APARTMENTS IN SOUTHEASTERN PA AND SOUTHERN NJ; AND IN THE COMMUNITY THROUGH CARE MANAGEMENT, ADULT DAY AND EMPLOYMENT SERVICES PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 39395988 | Expense |
| Revenue | 42760732 | Revenue |
| Description | DURING FISCAL YEAR 2013, INGLIS SERVED OVER 1,000 PEOPLE DIRECTLY, AND MANY MORE INDIRECTLY THROUGH ACCESSIBLE HOUSING, COMMUNITY SUPPORT SERVICES, ITS WEBSITE, WWW.INGLIS.ORG, THE INGLIS AWARDS IN CONTINUING EXCELLENCE PROGRAM AND OTHER OUTREACH ACTIVITIES.INGLIS HOUSE OFFERS ITS 297 ADULT RESIDENTS A FULL RANGE OF PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION PROGRAMS, EMPLOYMENT OPPORTUNITIES AND RELIGIOUS PROGRAMS IN A VIBRANT COMMUNITY CHARACTERIZED BY DIGNITY AND RESPECT. THE AVERAGE AGE OF RESIDENTS IS 55, AND THE AVERAGE LENGTH OF STAY IS 9.89 YEARS. INGLIS IS DESIGNATED AS A CENTER FOR THE PROMOTION OF EXCELLENCE IN LONG TERM CARE BY THE NATIONAL MULTIPLE SCLEROSIS SOCIETY. ONLY NINE OTHER ORGANIZATIONS IN THE US HAVE EARNED THIS DESIGNATION.PLANNING CONTINUED IN THE MULTI-YEAR STRATEGIC INITIATIVE (WHICH BEGAN IN FY2011) TO TRANSFORM INGLIS HOUSE FROM AN INSTITUTIONAL MODEL TO SMALLER HOUSEHOLDS, ADAPTING PERSON CENTERED CARE BEST PRACTICES TO SERVE OUR COMMUNITY. IN 2013 THE PROGRAM MADE PROGRESS IN SEVERAL AREAS:USED RESIDENT FEEDBACK TO ENHANCE THE BATHING EXPERIENCE WITH A MORE HOMELIKE BATHING ENVIRONMENT AND UPGRADED SHOWER TROLLEYS.MADE DINING SERVICES AN IN-HOUSE DEPARTMENT AND INCREASED RESIDENT SATISFACTION WITH PROGRAMS SUCH AS FAMILY STYLE BREAKFASTS MADE TO ORDER ON EACH RESIDENT FLOOR.COMPLETED A COURTYARD REVITALIZATION PROJECT ON THE INGLIS HOUSE GROUNDS WITH FUNDS FROM MANY GENEROUS DONORS. WORK INCLUDED THE INSTALLATION OF A FOUNTAIN, BUILDING ACCESSIBLE GARDENING BOXES AND CREATING MORE SPACE FOR INGLIS' HORTICULTURAL PROGRAM. COMPLETED THE IMPLEMENTATION OF AN ELECTRONIC MEDICAL RECORDS (EMR) SYSTEM ON ONE NURSING FLOOR, AND LAUNCHED EMR ON THE SECOND OF OUR THREE FLOORS.HIGHLIGHTS OF OTHER INGLIS HOUSE PROGRAMS INCLUDE:THE INGLIS ADAPTED TECHNOLOGY PROGRAM (ATP) PROVIDES A VITAL CONNECTION FOR INGLIS RESIDENTS AND ADULT DAY CLIENTS TO ACCESS TECHNOLOGY FOR EDUCATIONAL, RECREATIONAL AND SOCIAL PURPOSES. IN FY 2013, MORE THAN 50% OF INGLIS RESIDENTS USED THE COMPUTER LAB REGULARLY, LOGGING APPROXIMATELY 2,165 HOURS PER MONTH AND OVER 25,000 HOURS DURING THE FISCAL YEAR. IN ADDITION, THE STAFF - ALL RESNA AND ATIA CERTIFIED IN ASSISTED TECHNOLOGY -- PRESENTED AN AVERAGE OF 320 WORKSHOP HOURS EACH MONTH, AS WELL AS 25-35 IN-ROOM SERVICE CALLS PER MONTH TO 70 RESIDENTS. THE ATP STAFF WAS RECOGNIZED BY THE REGIONAL CONSORTIUM AS FIELDWORK EDUCATOR OF THE YEAR IN FY 2013 FOR TRAINING THE NEXT GENERATION OF ADAPTED/ASSISTIVE TECH LEADERS THROUGH TWO INTERNSHIPS PROVIDING HANDS ON EXPERIENCE WITH RESIDENTS AND CONSUMERS.THIS YEAR, STAFF OBTAINED NEW EQUIPMENT, INCLUDING THE TOBII EYE GAZE, WHICH ALLOWS RESIDENTS WITHOUT THE USE OF THEIR UPPER EXTREMITIES TO CONTROL A COMPUTER WITH THEIR EYE MOVEMENTS. THEY ALSO ACQUIRED THE TECLA SHIELD, WHICH ALLOWS USERS TO OPERATE A TABLET OR PHONE USING THEIR WHEELCHAIR CONTROLS OR ADAPTED SWITCHES. WITH THE EMERGENCE OF NEW TECHNOLOGIES, ATP STAFF CONTINUES TO BROADEN ITS COLLABORATION WITH INGLIS OCCUPATIONAL THERAPISTS. THE TWO DEPARTMENT HEADS MEET REGULARLY, AND ALL STAFF CONVENE ONCE A MONTH FOR A JOINT EMERGING TECHNOLOGY MEETING AND INSERVICE EDUCATION PROGRAMS. ATP STAFF ALSO FACILITATED THE IMPLEMENTATION OF THE INGLIS EMR INITIATIVE BY TRAINING NURSING STAFF ON THE USE OF COMPUTER HARDWARE AND SOFTWARE. AS PART OF THE COMMUNITY COMPUTING PROGRAM, THE DEPARTMENT BEGAN COMPUTER INSTRUCTION AT ALL OF INGLIS' INDEPENDENT HOUSING SITES, AND COMPLETED THE SERIES AT INGLIS ELMWOOD GARDENS. MANY INGLIS RESIDENTS CONTINUE TO SERVE AS PEERS (PENNSYLVANIA'S EMPOWERED EXPERT RESIDENTS) - OMBUDSMEN FOR FELLOW RESIDENTS IN THE STATE'S PIONEERING PROGRAM. THE INGLIS COMMUNITY IS SUPPORTED BY AN ACTIVE NETWORK OF VOLUNTEERS INCLUDING MANY REGIONAL COLLEGE AND UNIVERSITY STUDENTS, FAITH BASED GROUPS AND DEDICATED INDIVIDUALS WHO PROVIDE PROGRAMMATIC SUPPORT AND ENCOURAGEMENT TO RESIDENTS. IN FY 2013 VOLUNTEERS PROVIDED OVER 16,972 HOURS OF SERVICE (AVERAGING 1,414/MONTH).WE COMPLETED A COURTYARD REVITALIZATION PROJECT ON THE INGLIS HOUSE GROUNDS WITH FUNDS FROM MANY GENEROUS DONORS. WORK INCLUDED THE INSTALLATION OF A FOUNTAIN, BUILDING ADDITIONAL ACCESSIBLE GARDENING BOXES AND CREATING NEW SPACE FOR INGLIS' HORTICULTURAL PROGRAM.THE INGLIS COMMUNITY REENTRY PROGRAM HELPS RESIDENTS PREPARE TO LIVE INDEPENDENTLY IN THE COMMUNITY. THE SIX-STEP PROGRAM PROVIDES PRACTICAL EXPERIENCES THAT TRAIN RESIDENTS IN THE SKILLS THEY NEED TO LEAD SAFE AND SUCCESSFUL INDEPENDENT LIVES. | Description |
| Total Program Service Expense | 39395988 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 84 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 664 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2158785600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| LAUREN DEBRUICKER | |||||||||
| CHAIR | 0.10 | 1.00 | X | X | 0 | 0 | 0 | ||
| WON SHIN | |||||||||
| VICE CHAIR | 0.10 | 1.00 | X | X | 0 | 0 | 0 | ||
| THEODORE ROBB | |||||||||
| SECRETARY | 0.10 | 1.00 | X | X | 0 | 0 | 0 | ||
| THOMAS SIBSON | |||||||||
| TREASURER | 0.10 | 1.00 | X | X | 0 | 0 | 0 | ||
| GAVIN R KERR | |||||||||
| CHIEF EXECUTIVE OFFICER | 2.00 | 38.00 | X | 0 | 482167 | 24121 | |||
| KEVIN KELLY | |||||||||
| CFO | 2.00 | 38.00 | X | 0 | 191717 | 24802 | |||
| BETTY MARMON | |||||||||
| VICE PRESIDENT, DEVELOPMEN | 1.00 | 39.00 | 0 | 155182 | 14783 | X | |||
| LEA FRONTINO | |||||||||
| VICE PRESIDENT, INNOVATION | 6.00 | 34.00 | 0 | 168082 | 8500 | X | |||
| TRACIE GILES | |||||||||
| VICE PRESIDENT, CHIEF INTEGRITY OFFICER | 0.10 | 40.00 | 0 | 187763 | 9371 | X | |||
| CHERYL WHITFIELD | |||||||||
| VICE PRESIDENT, HUMAN RESO | 2.00 | 38.00 | 0 | 143920 | 16525 | X | |||
| CHRISTOPHER MARSHALL | |||||||||
| CONTROLLER | 5.00 | 35.00 | 0 | 115212 | 10796 | X | |||
| MARJORIE HARDING | |||||||||
| DIRECTOR, NURSING SERVICES | 40.00 | 0.00 | 118280 | 0 | 22204 | X | |||
| WILLIAM GRIM | |||||||||
| DIRECTOR & ADMINISTRATOR | 40.00 | 0.00 | 128275 | 0 | 22085 | X | |||
| HAROLD STRAWBRIDGE | |||||||||
| DIRECTOR OF INNOVATION | 0.10 | 40.00 | 0 | 117182 | 17641 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 246555 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1561225 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 170828 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 905374 | CHARLOTTE | NC | 28290 | FOOD SERVICE & HOUSEKEEPING | 1180000 |
| CODE ELEVATOR INC | |||||
| 420 FEHELEY DRIVE SUITE B | KING OF PRUSSIA | PA | 19406 | ELEVATOR CONTRACTOR | 390443 |
| HCSC LAUNDRY INC | |||||
| PO BOX 25092 | LEHIGH VALLEY | PA | 18002 | LAUNDRY SERVICES | 376553 |
| GREYCOURT | |||||
| 607 COLLEGE AVENUE | PITTSBURGH | PA | 15232 | MONEY MANAGER | 282947 |
| BRISTOL RESCUE COMPANY | |||||
| 5827 EMILIE ROAD | LEVITTOWN | PA | 19057 | TRANSPORTATION SERVICE | 250482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 134900 | FundraisingEvents |
| All Other Contributions | 1863580 | AllOtherContributions |
| Total Contributions | 1998480 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ROOM AND BOARD (MEDICAID/MEDICARE | 623000 | 37127750 | 37127750 |
| PA NRSNG HM ASSESSMT REV | 623000 | 4585802 | 4585802 |
| DAY VISITOR REVENUE | 623000 | 438399 | 438399 |
| ANCILLARY REVENUE | 623000 | 396536 | 396536 |
| INTERCOMPANY OFFICE RENT | 623000 | 86172 | 86172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42634659 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2659002 | TotalRevenueColumn |
| Exclusion | $2,659,002 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22512374 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18678406 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3833968 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3833968 | TotalRevenueColumn |
| Exclusion | $3,833,968 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20672 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 134900 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 24479 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3807 | TotalRevenueColumn |
| Exclusion | -$3,807 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CAFETERIA INCOME | 623000 | 78039 | 78039 |
| OTHER INCOME | 623000 | 48034 | 48034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 126073 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51248375 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42760732 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,489,163 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22236585 | Total |
| Program Services | 21544293 | ProgramServices |
| Management And General | 692292 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616958 | Total |
| Program Services | 529236 | ProgramServices |
| Management And General | 87722 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6495960 | Total |
| Program Services | 5510315 | ProgramServices |
| Management And General | 985645 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1700649 | Total |
| Program Services | 1647477 | ProgramServices |
| Management And General | 53172 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51206 | Total |
| Management And General | 51206 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100320 | Total |
| Management And General | 100320 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270242 | Total |
| Management And General | 270242 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5634256 | Total |
| Program Services | 553 | ProgramServices |
| Management And General | 5633703 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401249 | Total |
| Program Services | 9800 | ProgramServices |
| Management And General | 391449 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778362 | Total |
| Program Services | 778362 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4239 | Total |
| Program Services | 2204 | ProgramServices |
| Management And General | 2035 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199756 | Total |
| Program Services | 1199756 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2447921 | Total |
| Program Services | 2447921 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720617 | Total |
| Management And General | 720617 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| PA NURSING HOME BED ASS | 3029504 | 3029504 | |
| NURSING AND ANCILLARY E | 2901698 | 2901698 | |
| DIETARY EXPENSE | 1455275 | 1455275 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1699571 | Total |
| Program Services | 1369098 | ProgramServices |
| Management And General | 330473 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51744368 | Total |
| Program Services | 39395988 | ProgramServices |
| Management And General | 12348380 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13417 | BOY |
| EOY | 13421 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5351809 | BOY |
| EOY | 6494714 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6202126 | BOY |
| EOY | 6700443 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91389 | BOY |
| EOY | 95137 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 748965 | BOY |
| EOY | 616234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64411597 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49972846 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15829778 | BOY |
| EOY | 14438751 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87485546 | BOY |
| EOY | 93740739 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3723083 | BOY |
| EOY | 3942344 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18242379 | BOY |
| EOY | 19548973 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137688492 | BOY |
| EOY | 145590756 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12980348 | BOY |
| EOY | 9180578 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23500000 | BOY |
| EOY | 23500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4997766 | BOY |
| EOY | 7559671 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41478114 | BOY |
| EOY | 40240249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50975007 | BOY |
| EOY | 57307589 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14105055 | BOY |
| EOY | 12899584 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31130316 | BOY |
| EOY | 35143334 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96210378 | BOY |
| EOY | 105350507 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137688492 | BOY |
| EOY | 145590756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -495993 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5142489 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 4493633 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45235371 | BeginningOfYearBalance |
| Contributions | 342739 | Contributions |
| Investment Earnings Or Losses | -1955619 | InvestmentEarningsOrLosses |
| Other Expenditures | 4420427 | OtherExpenditures |
| End Of Year Balance | 48042918 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24713292 | BeginningOfYearBalance |
| Contributions | 224302 | Contributions |
| Investment Earnings Or Losses | -3507473 | InvestmentEarningsOrLosses |
| Other Expenditures | 23805250 | OtherExpenditures |
| End Of Year Balance | 45235371 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17262364 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2741775 | InvestmentEarningsOrLosses |
| End Of Year Balance | 20004139 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16001835 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1260529 | InvestmentEarningsOrLosses |
| End Of Year Balance | 17262364 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24627999 | BeginningOfYearBalance |
| Contributions | 11762 | Contributions |
| Investment Earnings Or Losses | -4661212 | InvestmentEarningsOrLosses |
| Other Expenditures | 3976714 | OtherExpenditures |
| End Of Year Balance | 16001835 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.27000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1352478 | OtherCostOrOtherBasis |
| Book Value | 1352478 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53107501 | OtherCostOrOtherBasis |
| Depreciation | 41701077 | Depreciation |
| Book Value | 11406424 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8939343 | OtherCostOrOtherBasis |
| Depreciation | 7955196 | Depreciation |
| Book Value | 984147 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1012275 | OtherCostOrOtherBasis |
| Depreciation | 316573 | Depreciation |
| Book Value | 695702 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14438751 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| THIRD-PARTY PAYOR SETTLEMENTS, MEDICAL ASSISTANCE | 387992 |
| ESCROWED ASSETS AND OTHER ASSETS | 112050 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 18951260 |
| DEFERRED FINANCING COSTS | 97671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 19548973 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT TRUST FUNDS | $407,099 |
| DERIVATIVE FINANCIAL INSTRUMENT | $3,246,567 |
| DUE TO AFFILIATES AND UNAPPLIED CASH | $3,906,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7559671 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 60614252 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 9636119 | OtherRevenues |
| Revenue Not Rptd F990 | 9636119 | RevenueNotRptdF990 |
| Revenue Subtotal | 50978133 | RevenueSubtotal |
| Other Revenues Not Included | 270242 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 270242 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 51248375 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 51474126 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 51474126 | ExpensesSubtotal |
| Other Expenses Not Included | 270242 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 270242 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51744368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE HOUSE'S ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENTS ARE DONOR RESTRICTED FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING NET ASSETS DESIGNATED BY THE BOARD OF DIRECTORS AS ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INVESTMENT RETURNS ON ENDOWMENT FUNDS ARE SPENT IN ACCORDANCE WITH THE SPECIFICATIONS OF THE DONOR RESTRICTIONS AND IN ACCORDANCE WITH THE POLICIES ESTABLISHED BY THE BOARD OF DIRECTORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | INGLIS HOUSE IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. INGLIS FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. INGLIS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. INGLIS IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. INGLIS IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET UNREALIZED GAINS ON INVESTMENTS 5,142,486. VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUST 1,324,096. CHANGE IN THE FAIR VALUE OF DERIVATIVE INSTRUMENT 858,968. DECREASE IN PENSION LIABILITY 2,310,569. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 270,242. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEE NET AGAINST REVENUE ON FINANCIAL STATEMENTS 270,242. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 155572 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 134900 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20672 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20978 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 3501 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 155572 | GrossReceiptsTotal |
| Charitable Contributions Total | 134900 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20672 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20978 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 3501 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24479 | DirectExpenseSummaryEvents |
| Net Income Summary | -3807 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GAVIN R KERR | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 0 | 382167 | 0 | 100000 | 0 | 0 | 0 | 11703 | 0 | 12418 | 0 | 506288 | 0 | 0 |
| KEVIN KELLY | ||||||||||||||
| CFO | 0 | 191717 | 0 | 0 | 0 | 0 | 0 | 6004 | 0 | 18798 | 0 | 216519 | 0 | 0 |
| BETTY MARMON | ||||||||||||||
| VICE PRESIDENT, DEVELOPMEN | 0 | 155182 | 0 | 0 | 0 | 0 | 0 | 4867 | 0 | 9916 | 0 | 169965 | 0 | 0 |
| LEA FRONTINO | ||||||||||||||
| VICE PRESIDENT, INNOVATION | 0 | 168082 | 0 | 0 | 0 | 0 | 0 | 4942 | 0 | 3558 | 0 | 176582 | 0 | 0 |
| TRACIE GILES | ||||||||||||||
| VICE PRESIDENT, CHIEF INTEGRITY OFFI | 0 | 187763 | 0 | 0 | 0 | 0 | 0 | 5532 | 0 | 3839 | 0 | 197134 | 0 | 0 |
| CHERYL WHITFIELD | ||||||||||||||
| VICE PRESIDENT, HUMAN RESO | 0 | 143920 | 0 | 0 | 0 | 0 | 0 | 4503 | 0 | 12022 | 0 | 160445 | 0 | 0 |
| WILLIAM GRIM | ||||||||||||||
| DIRECTOR & ADMINISTRATOR | 128275 | 0 | 0 | 0 | 0 | 0 | 4025 | 0 | 18060 | 0 | 150360 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | INGLIS FOUNDATION, A PENNSYLVANIA NON-PROFIT CORPORATION, SHALL BE THE SOLE MEMBER OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER SHALL HAVE ALL POWERS, RIGHTS AND AUTHORITY VESTED IN VOTING MEMBERS OF A PENNSYLVANIA NON-PROFIT CORPORATION INCLUDING THE POWER TO ELECT, APPOINT AND REMOVE DIRECTORS AND OFFICERS OF THE CORPORATION. THE OFFICERS OF THE CORPORATION SHALL BE ELECTED BY THE MEMBER AT ITS ANNUAL MEETING. WITH THE EXCEPTION OF THE CEO, THE OFFICERS OF THE CORPORATION SHALL BE DIRECTORS. EACH OFFICER SHALL HOLD OFFICE UNTIL A SUCCESSOR SHALL HAVE BEEN DULY ELECTED AND QUALIFIED. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER SHALL HAVE ALL POWERS, RIGHTS AND AUTHORITY VESTED IN VOTING MEMBERS OF A PENNSYLVANIA NON-PROFIT CORPORATION INCLUDING THE FOLLOWING: (A) THE POWER TO AMEND THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS, (B) THE POWER TO ELECT, APPOINT AND REMOVE DIRECTORS AND OFFICERS OF THE CORPORATION, (C) THE POWER TO INCUR INDEBTEDNESS, AND (D) THE POWER TO SELL OR TRANSFER ITS ASSETS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS. THE MEMBER SHALL HAVE THE AUTHORITY TO TAKE THE ACTIONS SET FORTH IN THE MEMBER'S BYLAWS WITH RESPECT TO THE CORPORATION, IN ADDITION TO ALL MATTERS REQUIRED BY THE PANPCL OR THE CORPORATION'S ARTICLES OF INCORPORATION OR BY OTHER PROVISIONS OF THESE BYLAWS WHICH REQUIRE APPROVAL BY THE MEMBER. ANY INCONSISTENCIES BETWEEN THESE BYLAWS AND THOSE OF THE MEMBER SHALL BE RESOLVED IN FAVOR OF THE BYLAWS OF THE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PREPARED 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES OF INGLIS FOUNDATION AND RELATED ENTITIES MUST ENSURE THAT CUSTOMER CARE AND BUSINESS ACTIVITIES ARE CONDUCTED IN AN OBJECTIVE MANNER AND ARE NOT MOTIVATED BY DESIRE FOR PERSONAL OR FINANCIAL GAIN. ALL EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO HIS OR HER MANAGER, HUMAN RESOURCES OR THE CHIEF ETHICS AND COMPLIANCE OFFICER FOR APPROPRIATE DETERMINATION AND RESOLUTION. IN ADDITION, ALL DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS AND ALL SENIOR MANAGERS MUST COMPLETE A CONFLICT OF INTEREST AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT UPON HIRING, ON AN ANNUAL BASIS, AND WHEN A POTENTIAL CONFLICT OF INTEREST ARISES. THE FOUNDATION'S COMMITTEE ON THE BOARD HAS RESPONSIBILITY FOR REVIEWING THE DISCLOSURE STATEMENTS AND ENFORCING THE POLICY. IF A CONFLICT IS DEEMED TO BE PRESENT BY THE COMMITTEE ON THE BOARD, ONLY DISINTERESTED BOARD MEMBERS MAY PARTICIPATE IN A VOTE OF THE PROPOSED TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION RETAINS AN EXTERNAL FIRM TO CONDUCT MARKET STUDIES AND MAKE RECOMMENDATIONS FOR COMPENSATION. NON-UNION NON-EXECUTIVE ROLES ARE EVALUATED EVERY 2-3 YEARS BASED ON MARKET FLUCTUATIONS OR DEMAND. EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND THE FINDINGS ARE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL OF COMPENSATION PACKAGE. AN ANNUAL BENCHMARK IS CONDUCTED FOR EXECUTIVE COMPENSATION AND FOR ANY POSITION THAT IS IN HIGH DEMAND AND EXTERNAL FIRM PROVIDES OVERALL TRENDS FOR THE YEAR. COMPENSATION HAS BEEN REVIEWED IN OCTOBER 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII, LINE 1A | INGLIS HOUSE HAS ONE BOARD MEETING PER YEAR WHICH LASTS ABOUT 10 MINUTES. | BOARD MEETINGS |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 553. MANAGEMENT AND GENERAL EXPENSES 88,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,110. SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,545,146. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,545,146. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN MINIMUM PENSION LIABILITY 2,310,569. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 1,324,096. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 858,968. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE MEMBER SHALL HAVE AN AUDIT AND COMPLIANCE COMMITTEE FOR THE MEMBER AND ITS CONTROLLED ENTITIES WHICH SHALL OVERSEE ACTIVITIES AT THE CORPORATION AS GOVERNED BY THE AUDIT AND COMPLIANCE COMMITTEE CHARTER. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INGLIS FOUNDATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 232326553 | TO PROVIDE PROGRAMS AND SERVICES FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 11A | N/A | 0 | |
| INGLIS HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 232326550 | TO PROVIDE RENTAL UNITS TO LOW INCOME PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 11A | 0 | INGLIS FOUNDATION | |
| EASTWICK SECTION 811 HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 132802083 | TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 9 | 0 | INGLIS HOUSING CORPORATION | |
| EASTWICK II SECTION 811 HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 233001829 | TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 9 | 0 | INGLIS HOUSING CORPORATION | |
| EVESHAM SECTION 811 HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 233079514 | TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 9 | 0 | INGLIS HOUSING CORPORATION | |
| GERMANTOWN SECTION 811 HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 201952464 | TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 9 | 0 | INGLIS HOUSING CORPORATION | |
| WASHINGTON LANE SECTION 811 HOUSING CORPORATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 470913445 | TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PA | 501(C)3 | 9 | 0 | INGLIS HOUSING CORPORATION | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| INGLIS APARTMENTS AT ELMWOOD LP | |||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 204681229 | TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES | PA | N/A |
| INGLIS COTTAGES AT BERKS COUNTY LP | |||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 232826225 | TO OWN AND OPERATE HOUSING FOR LOW INCOME PEOPLE WITH PHYSICAL DISABILITIES | PA | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLIS APARTMENTS AT ELMWOOD INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204681135 | EIN |
| Primary Activity | TO PROVIDE HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |